Actionet, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Actionet, Inc. · EIN 541878254 · Plan #001
- Total assets
- $96.7M
- Net assets
- $96.7M
- Active participants
- 213
- With balances
- 1,227
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $145,114 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $54,417 |
| Aprio, Llc | Accounting | $28,066 |